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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Smith & Howard Wealth Management
3126
Smith & Howard Wealth Management
Georgia
$251M +$13.9M +6% 0.9% 40.4% 75 17.33% 2.3
Stordahl Capital Management
3127
Stordahl Capital Management
Colorado
$251M -$7.09M -3% 0.22% 54% 48 8.33% 1.5
RCM
3128
Rockshelter Capital Management
Pennsylvania
$250M -$41.2M -14% 0.71% 31.2% 39 10.26% 3.4
Hardy Reed
3129
Hardy Reed
Mississippi
$250M -$4.09M -2% 0.91% 69.7% 71 9.86% 0.7
Searchlight Capital Partners
3130
Searchlight Capital Partners
New York
$250M -$10.4M -4% 4.47% 38.5% 6 0% 1.3
Patton Fund Management
3131
Patton Fund Management
Texas
$250M -$1.76M -0.7% 1.84% 211% 89 40.45% 0.2
MAK Capital One
3132
MAK Capital One
New York
$250M +$39.4M +19% 13.9% 200% 5 0% 2
Deer VIII & Co
3133
Deer VIII & Co
New York
$250M -$201M -45% 36.5% – 2 0% 0.4
Callodine Capital Management
3134
Callodine Capital Management
Massachusetts
$250M +$20.4M +9% 0.4% 53.8% 39 35.9% 0.5
Nicolet Bankshares
3135
Nicolet Bankshares
Wisconsin
$250M +$10.4M +4% 2.56% 75.5% 189 12.17% 2.8
EGA
3136
E&G Advisors
Texas
$250M +$15.2M +6% 2.11% 97.7% 187 8.56% 2.7
Bach Option
3137
Bach Option
Hong Kong
$249M -$69.7M -22% 2.31% 30.6% 99 53.54% 0.9
SXL
3138
Summit X LLC
Missouri
$249M +$4.68M +2% 2.54% 62.9% 248 12.5% 1.5
Corbyn Investment Management
3139
Corbyn Investment Management
Maryland
$249M -$34.7M -12% 1.96% 71.9% 51 5.88% 3.4
Fruth Investment Management
3140
Fruth Investment Management
Texas
$249M -$447K -0.2% 1.14% 79.4% 206 7.77% 4.8
Affinity Wealth Management
3141
Affinity Wealth Management
Delaware
$249M -$6.06M -2% 0.49% 116% 115 33.04% 1.5
Doliver Advisors
3142
Doliver Advisors
Texas
$249M -$4.79M -2% 2.81% 92.3% 182 39.56% 1
White Lighthouse Investment Management
3143
White Lighthouse Investment Management
Massachusetts
$248M +$8.88M +4% 0.92% 62% 131 4.58% 1.4
First National Corp
3144
First National Corp
Massachusetts
$248M +$5.99M +2% 2.26% 56.3% 144 6.94% 0.7
Glenview State Bank Trust Department
3145
Glenview State Bank Trust Department
Illinois
$248M +$7.38M +3% 3.54% 76.6% 117 6.84% 3.9
Schnieders Capital Management
3146
Schnieders Capital Management
California
$248M -$6.87M -3% 3.38% 103% 171 8.77% 3.7
Glassman Wealth Services
3147
Glassman Wealth Services
Virginia
$248M +$392K +0.2% 1.41% 62.6% 1,593 20.34% 1.7
Marathon Capital Management
3148
Marathon Capital Management
Maryland
$248M +$2.75M +1% 4.05% 74% 124 18.55% 2.4
Firsthand Capital Management
3149
Firsthand Capital Management
California
$248M -$12M -5% 4.39% 265% 58 20.69% 2.5
KS
3150
Karpas Strategies
Connecticut
$247M +$6.45M +3% 4.17% 16.1% 123 2.44% 4.8